+47.0%
EAT vs CASY
+47.0%
0.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +1.9% | -11.3% | +13.2% | +3.2% |
| 3M | +68.7% | -0.6% | +69.3% | +69.4% |
| 6M | +66.9% | +10.7% | +56.2% | +56.7% |
| YTD | +60.4% | +37.1% | +23.3% | +35.7% |
| All | +47.0% | +47.0% | 0.0% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling